DBL

DoubleLine Opportunistic Credit Fund
DBL

64 hedge funds and large institutions have $153M invested in DoubleLine Opportunistic Credit Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 10 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

less ownership

Funds ownership: →

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.21M
2
+$1.05M
3
+$792K
4
Bank of America
Bank of America
North Carolina
+$562K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$264K

Top Sellers

1
-$33.7M
2
-$2.59M
3
-$2.35M
4
IAIM
International Assets Investment Management
Florida
-$2.17M
5
Stifel Financial
Stifel Financial
Missouri
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
51
TD Waterhouse Canada
Ontario, Canada
$83.7K
Comerica Bank
52
Comerica Bank
Texas
$57.2K
GSWM
53
Golden State Wealth Management
California
$34K
PWA
54
Principia Wealth Advisory
Texas
$30.5K
MAS
55
MPWM Advisory Solutions
Georgia
$30.5K
MAM
56
Morse Asset Management
Connecticut
$27.2K
JFA
57
JNBA Financial Advisors
Minnesota
$16.1K
Jones Financial Companies
58
Jones Financial Companies
Missouri
$10.3K
CA
59
CoreCap Advisors
Michigan
$7.63K
CIA
60
Cape Investment Advisory
Georgia
$7.34K
NS
61
NBC Securities
Alabama
$6.5K
HWP
62
Highline Wealth Partners
California
$6.1K
IA
63
IFP Advisors
Florida
$2.38K
FHA
64
Flagship Harbor Advisors
Massachusetts
$1.71K
PAMP
65
Polar Asset Management Partners
Ontario, Canada
–
CPRC
66
Consolidated Portfolio Review Corp
New York
–
IAIM
67
International Assets Investment Management
Florida
–
MTC
68
Matrix Trust Company
Colorado
–
SFS
69
Shaker Financial Services
Virginia
–
Kovitz Investment Group Partners
70
Kovitz Investment Group Partners
Illinois
–
BCP
71
Blackhawk Capital Partners
Wisconsin
–
AAS
72
Ameritas Advisory Services
Nebraska
–
NWMP
73
Noble Wealth Management PBC
Colorado
–
ASN
74
Advisory Services Network
Georgia
–
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